Professional couple in their 50’s seeking to fund their dream retirement
A successful couple working in financial services industry earning more than $340,000. They had an existing company structure and held their super on an expensive platform owned by a product provider.
Quote from the client:
“But we got lucky, Tim and Claire Mackay, and their team fit the bill. We really appreciate that they’re efficient, competent, and well organised.
What’s more, their charging model is transparent and clear, no hidden fees or commissions are being paid. And on top of all that, we really like the people. They all are very polite, helpful and “real” people.”
What the client wanted
“We are both in our early 50s and although we have a good asset and cash base we realise that we can get better returns. We are not ‘natural investors’ and need help to understand the full range of options available for investment and wealth creation.”
“At our age we are also concerned about ongoing work opportunities and so need to get other sources of income.”
The results – in their own words
“We signed up with Quantum Financial in Chatswood in January 2014.
Being in our mid 50’s, we thought it was time for us to get our financial future structured in a way that provides us with the security we need in our retirement.
We always knew that we wanted to engage with an unaligned financial advisors, so banks and other financial institutions weren’t an option for us.
To find the “right” financial advisor, someone whom you can trust, has a good reputation in the market place, and you like as a person isn’t easy.
But we got lucky, Tim and Claire Mackay, and their team fit the bill. We really appreciate that they’re efficient, competent, and well organised.
What’s more, their charging model is transparent and clear, no hidden fees or commissions are being paid. And on top of all that, we really like the people. They all are very polite, helpful and “real” people.
We can talk to them about money obviously, but also about other life events, they are here for us, willing and ready to listen and help in any way they can.
We know they value us as clients – we’re not just one of many. We can get in touch with Quantum whenever we have a question. This gives us a great deal of trust and we feel that we’ve made the right choice by engaging Quantum Financial.”
Previous experience with financial advisors
“A year or two before the GFC we sought investment advice from ipac, with whom we have superannuation. Their advice was to borrow to negatively gear into the share market. We nearly went ahead with it, but for various reasons didn’t, for which we were grateful when the GFC hit.”